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Berkshire Hathaway has built roughly $58 billion of energy exposure, and a money manager just bid about $8 billion for Devon's Pennsylvania shale assets. When paper money starts reaching for the physical barrels, it's worth asking what they see.
Read MoreCrude at Street Level
You don't burn crude — you burn what refineries make out of it. Natural gas storage looks healthy, but distillate stocks are 12% below the five-year average and falling, with US refineries already running at 96.5% of capacity.
Read MoreWar Destroying Supply, How About Demand?
Global oil demand is set to contract by roughly 1 million barrels per day in 2026, led by China. But supply is falling 3.7 million — and that gap is what puts a floor under the price.
Read MorePer Your Request: Inventories
The Strategic Petroleum Reserve has fallen from 415M to 311M barrels since March and Cushing sits near tank bottoms — while rig counts show producer restraint, not a drilling boom.
Read MoreWell That Escalated Pretty Quickly…
A new Houthi maritime embargo has closed Bab el-Mandeb, the back-up route for crude already displaced from Hormuz. Roughly 8.8 million barrels a day transit that strait.
Read MoreHere We Go Again
Full blockade, bombs away, and the promise of zero crude through Hormuz. Why an MOU is not a treaty, why crude grades matter for diesel, and what a structurally uptrending commodity market means for producers.
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